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QIBGX vs RLBFX
QIBGX vs RLBFX Comparison
Open Charts QIBGX vs RLBFX
Federated Hermes MDT Balanced IS
Price$20.72
Change+$0.18 (+0.88%)
VolumeN/A
Net Assets244.93M
American Funds American Balanced R5
Price$33.33
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
QIBGX vs RLBFX Comparison Chart
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QIBGX vs. RLBFX commentary
Apr 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QIBGX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. QIBGX (245M). RLBFX pays higher dividends than QIBGX: RLBFX (2.26) vs QIBGX (1.54). QIBGX was incepted earlier than RLBFX: QIBGX (23 years) vs RLBFX (23 years). QIBGX (1.12) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. QIBGX (68.00). RLBFX has a lower initial minimum investment than QIBGX: RLBFX (250) vs QIBGX (1000000). RLBFX annual gain was more profitable for investors over the last year : 1.94 vs. QIBGX (-1.15). RLBFX return over 5 years is better than : 34.28 vs. QIBGX (26.50).
| QIBGX | RLBFX | QIBGX / RLBFX | |
| Total Expense Ratio | 1.09 | 0.30 | 363% |
| Annual Report Gross Expense Ratio | 1.12 | 0.30 | 373% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.523 | -3.733 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 225B | 0% |
| Annual Yield % from dividends | 1.54 | 2.26 | 68% |
| Returns for 1 year | -1.15 | 1.94 | -59% |
| Returns for 3 years | 6.20 | 12.83 | 48% |
| Returns for 5 years | 26.50 | 34.28 | 77% |
| Returns for 10 years | 34.30 | 45.85 | 75% |